See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,078 | $69,010+98.6% | $159,960-14.3% | $68,494+100.1% |
| Participation rate | 68.8% | 65.4%+3.3pp | 78.0%-9.2pp | 67.9%+0.9pp |
| Annual return | -21.91% | -9.65%-12.3pp | 408.60%-430.5pp | -7.84%-14.1pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,567 | $4,212+8.4% | $6,182-26.1% | $4,027+13.4% |
| Admin fee / account holder | $4,109 | $4,798-14.4% | $8,698-52.8% | $5,403-23.9% |